Tax Manager - Firm Services

## Tax Manager - Firm Services Apply remote type:
Hybrid locations:
Chicago, ILtime type:
Full time posted on:
Posted 2 Days Agojob requisition :
R704
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* Position Summary:

** Are you a tax professional looking to step into a role where you can own a function, shape a process, and grow with a business? Cerity Partners is an entrepreneurial, fast-growing RIA where the Tax Manager has a real opportunity to build this role from the ground up: identifying tax credits in new jurisdictions, driving efficiency through in sourcing, and ultimately positioning the function to grow into a team.

If you are proactive, curious, and ready to leave a mark on a tax function, this may be the right next move.
** Primary Responsibilities
**** Multi-State Tax Compliance (SALT)
*** Prepare and review state and local tax returns across 20+ jurisdictions, including partnership, franchise, gross receipts, and business tax filings
* Manage apportionment analysis and market-based sourcing calculations across key jurisdictions
* Oversee city/local filings including San Francisco Gross Receipts Tax, Philadelphia BIRT/NPT, NYC Commercial Rent Tax, Washington B&O, Tennessee F&E, and LA City Business Tax
* Prepare quarterly federal and state estimated tax payment calculations across all entities; coordinate with external tax advisors for review and sign-off prior to submission
* Take primary ownership of all federal and state tax notices: triage, respond, and resolve
* Maintain state nexus tracker and update filing obligations as new offices open and headcount expands; complete state registrations as needed
* Maintain sales tax compliance, including filing and correspondence
* Prepare monthly or quarterly personal property tax, commercial activity tax, and other returns
** Income Tax Provision (ASC 740)
*** Prepare and maintain the annual income tax provision workbook, including all deferred tax asset/liability schedules
* Perform purchase accounting deferred tax analysis for acquisitions, including identification of book/tax differences arising from intangible asset step-ups
* Prepare and update uncertain tax position (UTP) memos in accordance with ASC 740-10
* Coordinate provision review with Controller and external auditors; prepare supporting schedules and respond to auditor inquiries
** Tax Due Diligence on Mergers & Acquisitions
*** Review target company federal and state tax returns, identify historical exposures, and quantify risk
* Prepare Form 8594 (Asset Acquisition Statement) for all closed asset acquisitions
* Provide support in assessing the tax impact of transactions including mergers, financing, and business initiatives
** Partnership & Entity Tax Compliance
*** Manage K-1 preparation and distribution for equity holders and partners; maintain capital account records
* Maintain tax basis schedules for partnership interests, goodwill, and acquired intangibles
* Work with our external tax team to prepare federal and state corporate income tax returns for the blocker C-corp entity
** Process & Systems Management
*** Support the annual budgeting process by preparing jurisdiction-level tax liability projections
* Proactively identify tax credit opportunities, cost savings, and productivity improvements across jurisdictions — and own the implementation
* Develop and maintain knowledge of tax laws and current developments; evaluate opportunities to insource tax compliance currently handled by external advisors and build toward managing a team
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* Required Qualifications:

*** Bachelor’s degree in Accounting, Finance, or related field; CPA required
* 5–8+ years of tax experience
* U.S. Federal and state income tax compliance experience required; SALT experience strongly preferred
* Experience with ASC 740 income tax provision preparation
* Ability to manage multiple priorities and deadlines in a fast-paced, acquisitive environment
* Strong analytical, research, and critical thinking skills
* Solid verbal and written communication skills
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* Preferred Qualifications:

*** Public accounting background (Big 4 or national firm) with transition to industry
* Demonstrated experience supporting M&A tax due diligence in a transaction-intensive environment
* Prior experience…